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David A. Stein

Attorney in New York, NY

Overview

David leads the firm's Wealth Planning practice group in the US. His practice involves tax, trust and estate planning for wealthy US and international families, with particular emphasis on planning for closely held businesses and investment vehicles. David's work for clients involves a range of matters, from creating tax-efficient wealth transfer structures to addressing income tax issues arising from investments and operating businesses.

In addition to helping families with their philanthropic endeavours, David also advises both public charities and private foundations on various matters, including tax exemption, tax aspects of operation and investments, and structuring of charitable gifts.

David is a frequent speaker at professional and private family organization events on income tax issues, estate planning and charitable giving and has written on tax matters for various publications.

Areas of Law

Peer Rating

Overall Peer Rating

in Taxation, Trusts and Estates and Nonprofit and Charitable Organizations

4.8 out of 5.0

Legal Knowledge

4.9

Analytical Capabilities

4.7

Judgment

4.6

Communication Ability

4.8

Legal Experience

4.8

Meets very high criteria of general ethical standards

Posted by a Private Practice Attorney on 11/19/12

5.0out of 5.0

David is a extraordinary lawyer, the complete package. He is smart, sensitive, handles clients and opponents well. One can have complete confidence when working with him.

Posted by a Private Practice Attorney on 07/18/12

5.0out of 5.0

David Stein is a law firm leader and client favorite. I have heard from his former partners at an elite firm. He has had many academic accomplishments, but most importantly he is dedicated to his clients and practices under the highest ethical constraints, never pushing the envelope in a field of many greys.

Posted by a Private Practice Attorney on 11/19/12

5.0out of 5.0

David is an extsaordinary lawyer, the complete package. Vsaryu knowledgeable about partnership and individual tax planning.

Posted by a Private Practice Attorney on 07/24/12

5.0out of 5.0

In addition to being a fine lawyer, David is a nice person with good interpersonal skills.

Experience & Credentials

Position

Partner and US Wealth Planning Practice Group Leader

Admission Details

Admitted in 1999, New York2005, Connecticut2005, Registered Foreign Lawyer in the UK2012, California

Law School Attended

New York University School of Law Class of 1998J.D.magna cum laude, Order of the Coif, Law Review

University Attended

Yale University Class of 1993B.A.cum laude

Birth Information

Born in 1971Hempstead, New York, September 19, 1971

Languages

Spanish, French; Japanese

Associations & Memberships

Memberships•American Bar Association•New York State Bar Association•Government Relations Committee, Non-Profit Coordinating Committee of New York... More

Memberships

•American Bar Association

•New York State Bar Association

•Government Relations Committee, Non-Profit Coordinating Committee of New York

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